Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,474 | $81,504-12.3% | $102,437-30.2% | $80,959-11.7% |
| Participation rate | 40.4% | 66.9%-26.4pp | 74.5%-34.1pp | 67.7%-27.2pp |
| Annual return | 12.34% | 25.60%-13.3pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,272 | $3,104-59.0% | $3,871-67.1% | $2,757-53.9% |
| Participant deferral / active EE | $1,789 | $3,871-53.8% | $5,060-64.6% | $4,300-58.4% |
| Admin fee / account holder | $2,685 | $6,719-60.0% | $8,388-68.0% | $6,925-61.2% |